Quennell Harte / BB-Demo – Onboarding
Callcompleted
Quennell Harte: documents · 2026-08-03 11:45
Onboarding call on 3 Aug 2026 with IT and Systems Officer Ben Tozer to arrange Snowflake and service-account access. He asked about data security and connector failures. Slack was not mentioned.
What was said
What this says
Current to 11 Oct 26Onboarding call on 3 Aug 2026 with IT and Systems Officer Ben Tozer to arrange Snowflake and service-account access. He asked about data security and connector failures. Slack was not mentioned.
What happened: Laura Penhaligon asked Ben Tozer for Snowflake admin access and read-only service accounts for Salesforce and ticketing. Email would follow via OAuth, which Laura said could wait until week three.
Customer view: Ben was cooperative and agreed to do the Snowflake set-up that week. His questions were about data security and what happens when a connector stops syncing.
Dependency: Ellie Rowcliffe holds the Salesforce admin credentials, so Ben and Ellie have to work together. Laura planned a quick call the following Monday.
Watch: Laura said they were starting with Salesforce and ticketing, and Slack did not come up even though it was listed at kickoff. The evidence does not show whether it is still in scope.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Ben Tozer to set up the Snowflake database and warehouse access this week.
- Laura Penhaligon to send the Snowflake documentation and service-account guides.
- Laura Penhaligon to hold a quick check-in call the following Monday.
Risks
Current to 9 Oct 26- Salesforce credentials sit with Ellie Rowcliffe, so set-up depends on two customer people coordinating.
- Slack was not mentioned although it was a listed connector at kickoff, so scope may be unclear.
Opportunities
Current to 9 Oct 26- Ben Tozer was told a call recorder or accounting connector can be added later, which could lead to extra connectors.
Transcript
Laura Penhaligon NoneHi Ben, thanks for taking the time. This should be pretty straightforward, we just need to get you set up so we can start pulling data.
Ben Tozer NoneYeah, no problem. What do you need from me?- Laura Penhaligon NoneOkay, so we need access to your Snowflake account and API credentials for each system we're connecting. Starting with Salesforce, your ticketing system, and eventually email. We'll create service accounts in each system so we're not using personal credentials.
- Ben Tozer NoneRight, so you'll need Snowflake admin access?
- Laura Penhaligon NoneYes. I'll need to create a database and warehouse for the brain. It runs entirely inside your Snowflake account, so you maintain full control. I'll send you documentation for what we need to create.
- Ben Tozer NoneWhen do you need that by?
- Laura Penhaligon NoneThis week ideally. The sooner you can set that up, the sooner we can start testing connectors.
- Ben Tozer NoneOkay, I'll get that sorted. What about Salesforce?
- Laura Penhaligon NoneFor Salesforce, I'll need an API key for a service account. We'll only need read access, we're not writing anything back to your systems. Ellie handles Salesforce on your side?
- Ben Tozer NoneEllie has the admin credentials, yeah.
- Laura Penhaligon NoneGot it. So you and Ellie will need to work together. I'll send you both step-by-step setup guides for creating the service accounts. It's about fifteen minutes per system.
- Ben Tozer NoneAnd the email system, how does that work?
- Laura Penhaligon NoneFor your email system, we use OAuth, so you don't have to share passwords. It's a standard authentication flow, you'll just approve access once and we're good. That can wait until week three if you want.
- Ben Tozer NoneOkay, that's manageable. Any other systems?
- Laura Penhaligon NoneNot right now. You're starting with Salesforce and ticketing. If you want to add more later: call recorder, accounting, whatever, just let us know and we'll walk you through the setup.
- Ben Tozer NoneAnd data security, what happens to our data once it's in the brain?
- Laura Penhaligon NoneIt stays in your Snowflake account, encrypted. You own it. BB-Demo never stores a copy. The brain runs queries against it and returns results to your users. Your Snowflake access controls apply, so if Ben has a password, only Ben can run queries. If you add Ellie, she can query. Role-based security.
- Ben Tozer NoneGood. And if there's a problem with a connector, it stops syncing or something, what happens?
- Laura Penhaligon NoneYou get an alert, and you reach out to me or Amara. We'll debug it. Usually it's a token refresh or the source system changed something. Quick fix.
- Ben Tozer NoneOkay, I think I've got it. So this week I set up Snowflake, next week you test the connectors?
- Laura Penhaligon NoneExactly right. I'll send you the Snowflake docs today. You get that sorted, I'll get started on Salesforce and ticketing connectors. We'll do a quick call next Monday to make sure everything's lined up, and then we're off.
- Ben Tozer NoneSounds good. I'll get going on it.
- Laura Penhaligon NonePerfect. Cheers, Ben. Speak soon.